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Investment Advisor
November 2007
Dana Levit |
Treat All Couples Equally With the recent recognition of gay marriage in Massachusetts and civil unions in seven more states, financial planning for same-sex clients is more complex than ever.   |
Financial Advisor
February 2008 |
Letters to the Editor "With Gay Marriage Comes Gay Divorce"... |
Registered Rep.
October 1, 2002
Ruth Halcomb |
Think Beyond the Needs of Ozzie and Harriet Families Less than 25 percent of U.S. households consist of married heterosexual couples with kids. The rights to property or even custody of children in the case of unmarried couples is anything but clear under the law. Tax planning is also an issue. |
Financial Planning
August 1, 2013
Ingrid Case |
Big Changes for Gay Clients The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others. |
Financial Planning
September 1, 2011
Martha C. White |
Commingled Finances Advisors need to take extra steps in all the issues that couples face. |
On Wall Street
October 1, 2012
Elizabeth Wine |
Same-Sex Couples: The Emerging Client Niche Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals. |
Financial Planning
October 1, 2009
Susan B. Weiner |
Unwed and Planning The number of unmarried couples living together is beginning to surpass the number of married couples. Advisors should start planning for these clients by uncovering exactly what it is they need. |
BusinessWeek
December 3, 2009
Chris Farrell |
Beyond Ozzie and Harriet Clearing some of the financial hurdles facing nontraditional families. |
On Wall Street
June 1, 2011
Myrna L. Wigod |
When "I Do" Becomes "I Don't" Without proper estate planning, your estranged spouse or partner may continue to have legal control over important decisions affecting you, your assets and your estate in the event you were to die or become disabled prior to the entry of a final judgment or decree of divorce. |
ifeminists
June 29, 2009
Wendy McElroy |
The Gay and Hetero Marriage Quagmire What constitutes a marriage should be determined by contract between the consenting adults involved, not by government. |
Reason
September 2004
Julian Sanchez |
Not for Lovers As gay couples in Massachusetts celebrate their newfound right to marry, Virginia couples find themselves stripped even of the right to create marriage-like private contracts. |
The Motley Fool
January 18, 2007
Dan Caplinger |
Know Your Marital Rights Marriage brings with it certain financial and legal rights that every couple should take into account when thinking about how to create a solid plan for their future. Marriage will have an impact on your finances, and only by knowing its full extent can you plan correctly for every contingency. |
ifeminists
August 5, 2003
Wendy McElroy |
The Marriage Quagmire The institution of marriage is in jeopardy. But it's the politicians themselves constituting the threat. |
Salon.com
August 2, 2001
Daryl Lindsey |
Germany allows its first gay "marriages" With the law just one day old, same-sex couples are flooding the wedding registry... |
Reason
June 2003
Cathy Young |
Gay Rights Go to Court Sodomy laws, same-sex marriage, and the future of homosexual rights |
CFO
March 1, 2004
Kate O'Sullivan |
Goin' to the Chapel A court decision means employers may be required to provide full spousal benefits to gay couples. |
Financial Planning
August 1, 2012
Donald Jay Korn |
Split Decisions A fundamental fact of divorce is that it realigns relationships. When their clients divorce, financial planners must make sure they promptly and clearly redefine their own relationships with those clients. |
Registered Rep.
January 19, 2011
Charles Paikert |
Wealth Managers Target Gay, Lesbian Market Last November, the College for Financial Planning began offering a new designation, Accredited Domestic Partnership Advisor, to meet the demand for specialized information about the market. |
Financial Advisor
August 2012
Jeffrey H. Rattiner |
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. |
The Motley Fool
June 14, 2006
Dan Caplinger |
Surviving Divorce When your relationship ends, don't let your financial life end with it. Here's some advice to help you sort through the issues. |
Financial Planning
June 1, 2006
Norman A. Dawidowicz |
The Rainbow Plan As the number of same-sex couples continues to rise, there is a growing urgency for advisers to help members of this group take control of their estate and financial planning needs. |
Salon.com
March 19, 2001
Maria Russo |
The marriage hoax Conservative moralists, alarmed by the divorce rate, want us to return to a Golden Age of Marriage. Too bad it never existed. |
The Motley Fool
October 17, 2006
Mary Dalrymple |
Unwedded Bliss Most of the country's laws assume families will be headed by married couples. That means unmarried couples need to think more carefully about how to arrange their joint financial lives. |
Registered Rep.
July 11, 2014
Mark Miller |
Retirement Benefits and Same-Sex Couples One year after the Supreme Court struck down restrictions on recognizing same-sex marriage, the landscape for spousal rights to retirement benefits has changed. |
The Motley Fool
October 20, 2006
Roy Lewis |
Life and Tax Changes Virtually every life event will affect your taxes in some way. Even if your life isn't changing, the tax laws are. It's up to you to be vigilant in keeping as much of your money as you possibly can. |
Investment Advisor
February 2007
Susan L. Hirshman |
Prenups and Protection Although a number of financial planning aspects are key to a marriage, the prenup may be moving higher on some of your wealthier clients' priority lists. |
Reason
September 2005
Julian Sanchez |
All Happy Families From a civil libertarian perspective, it's clear enough why the unequal treatment of gay parents is objectionable: The human desire for family isn't exclusive to heterosexuals, and attempts to prevent gays from raising families both stigmatize them and threaten to deprive them of an important component of a full life. |
Mother Jones
August 2000
David Goodman |
A More Civil Union Vermont's legal recognition of same-sex couples has brought the latest struggle for gay rights out of the closet -- and onto the stage of national politics. |
Salon.com
July 10, 2000
Laurie Essig |
Same-sex marriage I don't care if it is legal, I still think it's wrong -- and I'm a lesbian. |
On Wall Street
November 1, 2011
Darlys S. Harmon-Vaught |
When "I Do" Becomes "I'm Done" A client needs a financial advisor well versed in the division of marital assets, its tax implications and state laws. Such an advisor can help one side of a divorcing couple make the best of a tough and life-changing situation. |
Financial Advisor
February 2004
Joseph B. Darby III |
A Whole New Ballgame The same-sex marriage ruling in Massachusetts raises many questions for financial planners, but answers few of them. |
BusinessWeek
December 3, 2009 |
Family Forums Web sites that focus on the finances and careers of gay and lesbian couples, domestic partners, single parents, and other family arrangements |
ifeminists
June 3, 2009
Wendy McElroy |
End the gay marriage debate! Privatize marriage Almost half of the adults in America are unmarried and single-person households outnumber married families with children. A glut of books and articles is suddenly declaring marriage to be either obsolete or rediscovered. |
Financial Advisor
November 2012
Karen DeMasters |
Unforeseen Entanglements Couples who live together but aren't married face their own planning hurdles. |
The Motley Fool
January 9, 2007
Dan Caplinger |
Gaining From Community Property Community property has some interesting characteristics. In addition to saving capital-gains taxes, there are some other potential tax savings that can result from owning community property. |
Registered Rep.
November 1, 2004
Daniels, Leibell & Prince |
Ado About I Do Here are four steps to a properly planned estate for a client in a nontraditional family. |
The Motley Fool
March 8, 2004
Dayana Yochim |
Equality for Unmarrieds? The truth is in the checkbooks, tax returns, and insurance policies of the unwed. It's clear that those without an official marriage certificate are handicapped when it comes to equal financial rights. Tips on how to save yourself some financial headaches if you're not married. |
Salon.com
October 4, 2000
Jennifer Foote Sweeney |
Pluck and circumstance Judith Wallerstein makes a case for marriage, and on rare occasions, a healthy divorce... |
ifeminists
February 11, 2003
Thompson & Sacks |
Undermining the American Family The American Law Institute, which exercises great influence on American jurisprudence, has just released a series of family law recommendations that would exacerbate our problems by trivializing the importance of marriage, encouraging divorce and accelerating fatherlessness. |
ifeminists
August 12, 2003
Wendy McElroy |
The Marriage Strike In examining reasons for the current decline of marriage, one question usually receives short shrift. Why are men reluctant to marry? |
Salon.com
March 22, 2002
David Link |
Same-sex marriage, with a twist The Kansas Supreme Court enforces a ban on gay marriage and clears the way for -- gay marriage... |
Entrepreneur
September 2004
Chris Penttila |
Domestic Dispute As employers respond to the marketplace, the debate over benefits for same-sex couples heats up. |
Reason
June 2007
Jesse Walker |
Disney Legalizes Same-Sex Unions The world we live in is increasingly willing to embrace homosexual unions, even if many Americans -- and most states -- haven't gotten there yet. But if Mickey is cool with gay marriage, the rest of the country can't be that far behind. |
Financial Advisor
September 2010
Caren Chesler |
Going Dutch For Advisors? How do you merge finances in a marriage if both spouses already have separate advisors? |
Reason
March 2004
Cathy Young |
Opening Marriage Do same-sex unions pave the way for polygamy? |
Financial Planning
November 1, 2008
Martin M Shenkman |
Breakup Checklist Divorce can have a major impact on estate planning. What can you do to help clients through the divorce meat-grinder, get them back on their feet financially and safeguard their estates from the ravages of divorce? Plenty. |
AskMen.com
Terence Channon |
Financially Prepare For A Divorce Here are some tips to financially prepare for a divorce and make sure you survive without any permanent monetary scars. |
AskMen.com
Michael Hirsch |
How To: Create A Prenuptial Agreement If you're planning to get married, a prenuptial agreement is a good idea. Most guys don't know that a prenuptial agreement specifies what happens to joint martial assets, not only in the case of divorce, but in the event of death as well. |
AskMen.com
Michael Estrin |
6 Financial Benefits of Staying Single Because most guys don't think about their wallets when they pop the question, here are some things to consider before you get married. |
Registered Rep.
February 24, 2015
John Kador |
Love and Marriage To better advise married couples, advisors should be informed. |
